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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
551
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$83.5M +$5.5M 14 1.33% Increased
552
Andra AP-fonden
Andra AP-fonden
Sweden
$83.5M +$15.8M 6 1.16% Increased
553
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$83.5M -$672K 44 0.65% Reduced
554
ACM
ADW Capital Management
Florida
$83.3M +$6.38M 2 22.75% Increased
555
B
BloombergSen
Ontario, Canada
$83.3M -$960K 1 5.11% Reduced
556
ACB
Aristotle Capital Boston
Massachusetts
$83M -$4.42M 3 4.22% Reduced
557
Addenda Capital
Addenda Capital
Quebec, Canada
$82.5M +$4.06M 6 2.96% Increased
558
DF
DNCA Finance
France
$82.4M -$20.8M 3 6.29% Reduced
559
Needham Investment Management
Needham Investment Management
New York
$82.1M -$1.64M 9 6.55% Reduced
560
Washington Trust
Washington Trust
Rhode Island
$81.8M +$6.16M 7 2.89% Increased
561
SP
SIH Partners
Delaware
$81.7M +$58.8M 6 3.04% Increased
562
NEOS Investment Management
NEOS Investment Management
Connecticut
$81.4M -$7.16M 12 1.01% Reduced
563
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$81.2M +$4.95M 12 1.64% Increased
564
CAM
Cidel Asset Management
Ontario, Canada
$81M +$901K 7 4.86% Increased
565
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$80.8M -$389K 17 0.77% Reduced
566
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$80.8M -$27.5M 3 1.03% Reduced
567
WA
Waddell & Associates
Tennessee
$80.3M +$73.3M 3 8.57% Increased
568
HM Payson & Co
HM Payson & Co
Maine
$80.2M +$1.9M 17 1.27% Increased
569
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$79.9M +$3.43M 32 1.75% Increased
570
Weiss Asset Management
Weiss Asset Management
Massachusetts
$79.8M +$43.6M 5 0.91% Increased
571
AAM
AMI Asset Management
California
$79.3M -$4.45M 2 4.53% Reduced
572
Wedge Capital Management
Wedge Capital Management
North Carolina
$78.9M -$17.2M 12 1.41% Reduced
573
&Partners
&Partners
Tennessee
$78.9M +$15.1M 29 0.6% Increased
574
SummitTX Capital
SummitTX Capital
Texas
$78.8M +$53.7M 15 3.39% Increased
575
NRS
Neville Rodie & Shaw
New York
$78.8M -$4.52M 6 5.85% Reduced